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(RH, ARHS, CSPR, PRPL, etc) Furniture and Mattresses Vol 25
Passing along the 25th volume of our work on furniture and mattresses. Please let us know if you have questions about any of the slides. Open Report:Bespoke - Furniture and Mattresses Vol 25 Key Takeaways and Charts:
(CHWY, PG, UL, KO, SAM, CELH, MNST, etc) CPGs, Energy Drinks, Hard Seltzer, and Pet Retailers
Passing along updated volumes of our survey work on Pet Retailers, CPGs, Energy Drinks, and Hard Seltzer. Please let us know if you have questions about any of the slides. Open Reports: Bespoke - CPGs, Hard Seltzer, and Energy Drinks Vol 17Bespoke - Pet Retailers Vol...
(BYND, Impossible, OTLY) Meat and Milk Alternatives Reports
Passing along new volumes of our work on meat alternatives and milk alternatives. Please let us know if you have any questions about either report. Open Reports: Bespoke - Meat Alternatives Vol 14Bespoke - Milk Alternatives Vol 5 Key Charts:
(YETI) Deep Dive, Volume 3
Passing along the 3rd volume of our work on Yeti. Please let us know if you have any questions about the report. Open Report:YETI Deep Dive, Volume 3 Key Takeaways and Charts:
(M, KSS, BURL, TJX, AMZN, Shein, FTCH, etc) Department Stores and Clothing Vol 28
Passing along the 28th volume of our work on department stores and clothing retailers. Please let us know if you have any questions about the deck. Open Report:Bespoke - Department Stores and Clothing Retailers Vol 28 Key Takeaways and Charts:
(TGT, WMT, Dollar Stores) Low Cost Retailers Vol 27
Passing along the 27th volume of our work on low cost retailers. Please let us know if you have any questions about the report. Open Report:Bespoke - Low Cost Retailers Vol 27 (TGT, WMT, Dollar Stores) Key Takeaways and Charts:
(DKNG) Sports Gambling Vol 4
Passing along the 4th volume of our survey work on sports gambling. Please let us know if you have any questions about the report. Open Report:Bespoke - Sports Gambling Vol 4 Key Charts:
(WEBR, COOK) BBQ Grills Vol 3
Passing along the third volume of our survey work focused on BBQ grills. Please let us know if you have any questions about the deck. Open Report:Bespoke - BBQ Grills Vol 3 Key Takeaways and Charts:
(DKS, ASO, NKE, FL) Sporting Goods Retail Vol 4 | Importance of Pricing Increasing
Passing along the 4th volume of our work on sporting goods retailers. Please let us know if you have any questions about the deck. Open Report:Bespoke - Sporting Goods Retail Vol 4 Key Takeaways and Charts:
(SQ, PYPL, Chime, Venmo, Crypto, etc) Mobile Payments and Financial Products Vol 16
Passing along the 16th volume of our work on mobile payments apps and crypto/investments with a deep dive on Cash App and BNPL. Open Report:Bespoke - Mobile Payments and Crypto Vol 16 Key Takeaways and Charts: